1/ BYD
ʻOiai me he mea lā e pahū ana i ke ao honua i ka pōBYDUa hoʻokumu ka hui i nā NEV a kūʻai aku i nā kaʻa ma lalo o ʻehā mau mana: ʻo ka brand BYD mass-market a ʻekolu mau mea kūʻai hou aku ʻo Denza, Leopard (Fangchengbao). ), a ʻo Yangwang.ʻO BYD ka hā o ka hōʻailona kaʻa nui loa o ka honua i kēia manawa.
Ua manaʻoʻiʻo ua loaʻa ʻo BYD iā lākou iho ma kahi kūpono i ka manawa kūpono:
"ʻO ka mea i kōkua iā BYD e hoʻokau iā lākou iho i mua o nā kaʻa maʻemaʻe maʻemaʻe ka neʻe nui a me ka wikiwiki e hoʻomaʻemaʻe i nā kaʻa ikehu ma Kina i nā makahiki 3-4 i hala a me kā lākou hoʻomaikaʻi mau ʻana i ka hoʻolālā huahana a me ka maikaʻi ʻenehana."
ʻElua mau mea i hoʻokaʻawale iā BYD mai nā mea hana ʻē aʻe. ʻO ka mea mua, ʻo lākou paha ka mea hana kaʻa i hoʻohui ʻia i nā wahi āpau o ka honua. ʻO ka lua, ʻaʻole wale lākou e hoʻomohala a hana i kā lākou mau pihi ponoʻī no kā lākou mau kaʻa akā hāʻawi lākou i nā pila i nā mea hana ʻē aʻe ma o BYD subsidiary FinDreams. Ua hiki i ka pākaukau Blade o ka hui ke alakaʻi i ka ikehu o ka papa mai nā pākahi liʻiliʻi hao phosphate ʻoi aku ka liʻiliʻi a i manaʻo ʻia.
2/ Geely
No ka manawa lōʻihi i ʻike nui ʻia ʻo ka mea nona ka Volvo, i ka makahiki i halaʻO Geelykūʻai aku i 2.79 miliona mau kaʻa. I nā makahiki i hala iho nei, ua hoʻonui nui ʻia ka portfolio brand a i kēia manawa ua loaʻa nā marques hoʻolaʻa EV e like me Polestar, Smart, Zeekr, a me Radar. Aia ka hui ma hope o nā hōʻailona e like me Lynk & Co, ka LEVC hana kaʻa kaʻa ʻo London, a iā ia ka ʻāpana hoʻomalu o Proton a me Lotus.
Ma nā ʻano he nui, ʻo ia ka honua nui loa o nā hōʻailona Kina āpau. Wahi a Le: "Pono ʻo Geely ma ke ao holoʻokoʻa ma muli o ke ʻano o kāna portfolio brand a ʻo ka ʻāpana maikaʻi loa o Geely ʻo ia ka mea i ʻae iā Volvo e hoʻokele pono iā ia iho e hoʻohua nei i kēia manawa, me nā makahiki i hala aku nei ʻo ia ka lanakila loa o Volvo."
3/ SAIC Motor
No nā makahiki he ʻumikumamāwalu,SAICua kūʻai aku i nā kaʻa ʻoi aku ma mua o nā mea hana ʻē aʻe ma Kina me ke kūʻai aku ʻana o 5.02 miliona ma 2023. No nā makahiki he nui ka nui o ka nui ma muli o kāna hui pū ʻana me Volkswagen a me General Motors akā i nā makahiki i hala aku nei ua hoʻonui ʻia ke kūʻai aku ʻana o nā hōʻailona ponoʻī o ka hui. . ʻO nā hōʻailona ponoʻī o SAIC ʻo MG, Roewe, IM a me Maxus (LDV), a i ka makahiki i hala ua loaʻa iā lākou he 55% o ka huina me nā kūʻai aku o 2.775 miliona. Eia kekahi, ʻo SAIC ka mea kūʻai kaʻa kaʻa nui loa ma Kina no ʻewalu mau makahiki, i ka makahiki i hala e kūʻai aku ana i 1.208 miliona ma waho.
ʻO ka hapa nui o ia kūleʻa ma muli o ke kūʻai ʻana o SAIC i ka brand British MG kaʻa mua me Zhang e ʻōlelo ana:
“Ua lilo ʻo SAIC i ʻoihana lawe kaʻa kaʻa nui loa ma Kina e hilinaʻi nui ana i nā hiʻohiʻona MG. He kūleʻa nui loa ka loaʻa ʻana o MG i ka SAIC, no ka mea hiki iā ia ke komo koke i nā mākeke honua.
4/ Changan
ʻO ke kumuʻO ka brand Changanno nā makahiki he nui kekahi o nā mea kūʻai maikaʻi loa ma Kina. Eia nō naʻe, ʻaʻole i hoʻopaʻa inoa ʻia me nā poʻe he nui no ka nui o nā mea kūʻai aku ma nā panalāʻau e pili ana i kāna kahua ʻo Chongqing a i ʻole ma muli o ka nui o nā mea kūʻai aku he minivans. ʻAʻole i kūleʻa kona mau ʻoihana hui me Ford, Mazda, a me Suzuki ma mua e like me nā JV ʻē aʻe.
Me ka brand Changan nui, aia ka brand Oshan no nā SUV a me nā MPV. I nā makahiki i hala iho nei, ua puka mai kahi ʻekolu o nā mana ikehu hou: Changan Nevo, Deepal, a me Avatr e uhi ana i nā mea āpau mai ka pae komo a hiki i nā hopena premium o ka mākeke.
Wahi a Le, e loaʻa paha ka ʻoihana i ka ʻikepili: "Ke hoʻomaka nei mākou e ʻike i ka ulu ʻana o kā lākou hale hōʻailona no ka mea ua hoʻomaka lākou e pana i nā EV. Ua hoʻonohonoho koke lākou i nā pilina me Huawei, NIO, a me CATL i hoʻomālamalama i kā lākou mau hōʻailona EV me kekahi o lākou e loaʻa ana i ka traction i ka mākeke NEV ultra-competitive.
5/ CATL
ʻOiai ʻaʻole ia he mea hana kaʻa,CATLHe hana koʻikoʻi koʻikoʻi ma ka mākeke kaʻa Kina e hoʻolako i ka hapalua o nā mea āpaupūʻolo pilahoʻohana ʻia e NEV. Ke hoʻoikaika pū nei ʻo CATL i nā pilina me nā mea hana e hele ana ma mua o kahi pilina mea kūʻai aku i ka ʻae like ʻana o kekahi mau hōʻailona e like me ka hihia o Avatr, kahi CATL he 24%.
Ke hoʻolako nei ʻo CATL i nā mea hana ma waho o Kina a loaʻa iā ia kahihale hana ma Kelemāniame nā mea ʻē aʻe e kūkulu ʻia ana ma Hungary a me Indonesia.
ʻAʻole wale ka ʻoihanahoʻomalu i ka ʻoihana lako pākaukau EV me ka 37.4% mahele honua i nā mahina 11 mua o 2023 akā manaʻo nō hoʻi e mālama i kēlā mana ma o ka hana hou. Hoʻopau ʻo Paur: "ʻO kāna kūleʻa i ka lako hilinaʻi o nā pākaukau kiʻekiʻe, kahi koi koʻikoʻi no nā mea hana kaʻa āpau. Ma o kāna kaʻina hana i hoʻohui pū ʻia, loaʻa iā ia ka pōmaikaʻi mai ka hoʻolako ʻana i ke kaulahao, a me ka nānā ʻana i ka R&D he alakaʻi ia i ka ʻenehana ʻenehana.
ʻO ka ulu wikiwiki o nā EV e koi aku i nā conponent palekana. No laila hoʻoulu kēia i ka ʻoihana kūpono e ulu wikiwiki. ʻOi aku ka nui o nā uea a me nā kaula i hoʻohana ʻia i nā EV, he mea nui ka pale ʻana i nā kaula a me nā uea. Ke ulu nui nei nā huahana pale huahana uea.
Ka manawa hoʻouna: Feb-20-2024